Sound Financial Strategies Group, LLC Schwab Strategic Tr Intl Small Transaction History
Sound Financial Strategies Group, LLC
- $111 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding SCHC
# of Institutions
481Shares Held
45.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.42MShares$149 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$102 Million0.65% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA1.79MShares$78.4 Million2.75% of portfolio
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Tiaa, Fsb St. Louis, MO1.68MShares$73.3 Million0.21% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA1.51MShares$65.9 Million0.04% of portfolio